工业和信息化部（以下简称"工信部"）信息通信管理局发布《工业和信息化部办公厅关于组织开展国家 算力互联互通节点建设工作的通知》（以下简称《通知》），其中提到"面向国家枢纽节点、重大战略 区域、重点行业建设算力互联互通节点，构建算力互联互通节点体系，提高公共算力资源使用效率和服 务水平，促进算力高质量发展"。 中国城市专家智库委员会常务副秘书长林先平在接受《证券日报》记者采访时表示，随着政策持续落 地，高效、互联、安全、绿色的算力生态将逐步成型，既能为算力产业链企业拓展发展空间，也能助力 各行业数字化转型，释放经济增长潜力。 北京科方得科技发展有限公司研究负责人张新原对《证券日报》记者表示，当前AI大模型、商业航天 等产业快速发展，对算力网络的时延、性能等提出了更高要求。而这些实际需求将倒逼企业加大技术研 发力度，持续提升算力网络的运行效能和服务能力。 "算力作为数字时代的核心生产力，是支撑数字经济高质量发展的关键底座。当前我国算力产业正从规 模扩张转向质效提升，此次政策加码，既能优化算力布局、缓解区域与行业间供需不均，也将带动产业 链上下游需求释放，为相关上市公司带来切实的发展机遇。"中国数实融合50人论坛智 ...

Core Insights - The Ministry of Industry and Information Technology (MIIT) has announced the establishment of a national computing power interconnection node system to enhance the efficiency and service level of public computing resources, promoting high-quality development in the computing power industry [1][2] - The policy aims to optimize the layout of computing power, alleviate supply-demand imbalances across regions and industries, and stimulate demand along the industry chain, presenting tangible growth opportunities for related listed companies [1][2] Policy Framework - The national computing power interconnection node system consists of one national node and multiple regional and industry nodes, providing comprehensive support services for interconnection and monitoring [2] - The establishment of a "1+M+N" system is designed to break down barriers between different types of computing power, improving resource utilization efficiency and supporting high-quality industry development [2][3] Industry Trends - The computing power sector has seen a surge in policy initiatives aimed at accelerating high-quality development, with various local governments actively promoting interconnection efforts [3] - The demand for computing power is increasing due to rapid advancements in AI models and commercial aerospace, pushing companies to enhance their technological capabilities and service efficiency [3][4] Market Dynamics - As of December 2025, the consumer scale of computing power internet users in China is approaching 10 million, with the public intelligent computing service market exceeding 130 billion yuan [4] - The application of computing power is expected to penetrate multiple scenarios, including manufacturing and agriculture, fostering a multi-layered computing ecosystem that lowers innovation barriers for enterprises [4] Technological Innovations - Companies in the computing power industry are focusing on technological innovations in areas such as computing scheduling and large model training to seize development opportunities [5][6] - Significant breakthroughs have been achieved in domestic computing training efficiency, with improvements in training efficiency for various models, marking a substantial advancement in the domestic computing platform [5][6] Strategic Focus - Companies are encouraged to enhance quality and efficiency while collaborating within the ecosystem, focusing on high-demand areas such as liquid cooling and optical modules [6] - Leveraging the computing power interconnection nodes, companies aim to optimize resource scheduling and application scenarios, creating differentiated solutions to capture niche markets [6]